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American Century Diversified Municipal Bond ETF

79 hedge funds and large institutions have $343M invested in American Century Diversified Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $319M → $343M (+$24.1M)

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.44% less ownership

Funds ownership: 83.28%79.84% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
46
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Lodestone Wealth Management
Washington
$683K +$3.09K +61 +0.5%
SF
52
Synovus Financial
Georgia
$661K +$1.47K +29 +0.2%
MFG
53
Merit Financial Group
Georgia
$641K
SAG
54
SageView Advisory Group
California
$618K +$620K +12,227 New
FAFN
55
First Affirmative Financial Network
Colorado
$597K +$43.8K +863 +8%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$565K +$49.3K +973 +10%
PA
57
PFG Advisors
Arizona
$564K -$12.7K -251 -2%
RJA
58
Raymond James & Associates
Florida
$532K +$201K +3,961 +60%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$530K +$531K +10,481 New
CAN
60
Cetera Advisor Networks
California
$486K -$1.17K -23 -0.2%
LA
61
Lifeworks Advisors
Michigan
$407K -$48.9K -965 -11%
PTC
62
Private Trust Company
Ohio
$399K +$18.5K +365 +5%
AWG
63
Altus Wealth Group
Colorado
$385K -$507K -10,004 -57%
CA
64
CGN Advisors
Kansas
$382K -$37.1K -731 -9%
RW
65
Regimen Wealth
Georgia
$357K +$81.5K +1,608 +29%
CFS
66
CRA Financial Services
New Jersey
$316K +$3.8K +75 +1%
Stifel Financial
67
Stifel Financial
Missouri
$285K -$1.52K -30 -0.5%
FPGK
68
Financial Partners Group (Kansas)
Kansas
$260K +$33.5K +661 +15%
FAG
69
Fortitude Advisory Group
Washington
$239K -$65.5K -1,292 -21%
ML
70
McAdam LLC
Pennsylvania
$227K -$11.5K -227 -5%
CMBA
71
C.M. Bidwell & Associates
Hawaii
$174K
GWM
72
Geneos Wealth Management
Colorado
$73.3K +$61.6K +1,215 +517%
CT
73
Caldwell Trust
Florida
$38.9K
AssetMark Inc
74
AssetMark Inc
California
$24K +$1.42K +28 +6%
AWM
75
Avior Wealth Management
Nebraska
$22.7K +$22.8K +449 New

TAXF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2024, worth a combined $343M — up 7.6% from $319M a quarter earlier.

Fund positioning in TAXF was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 46 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.6M. The largest seller was Stewardship Advisors, cutting an estimated $6.53M.

  • 79 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $343M of American Century Diversified Municipal Bond ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of 0 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $6.6M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2024 was Stewardship Advisors, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2024.